Charles Schwab · PTC Holdings Trend
PTC · SEC 13F
Charles Schwab Holdings of PTC by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 1.1M | $202M | — |
| 2024Q2 | 1.1M | $199M | -1.3% |
| 2024Q3 | 786K | $142M | -28.7% |
| 2024Q4 | 822K | $151M | +6.5% |
| 2025Q1 | 865K | $134M | -11.3% |
| 2025Q2 | 878K | $151M | +12.9% |
| 2025Q3 | 1.8M | $318M | +110.3% |
| 2025Q4 | 926K | $161M | -49.3% |
| 2026Q1 | 965K | $138M | -14.8% |
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Data source: SEC EDGAR Form 13F